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Eversource Energy
ES

758 hedge funds and large institutions have $23.2B invested in Eversource Energy in 2019 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 280 increasing their positions, 218 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,327% more call options, than puts

Call options by funds: $88.1M | Put options by funds: $6.18M

177% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 43

28% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 218

9% more funds holding

Funds holding: 693 → 758 (+65)

1.88% more ownership

Funds ownership: 82.63% → 84.51% (+1.9%)

2% more capital invested

Capital invested by funds: $22.8B → $23.2B (+$414M)

50% less funds holding in top 10

Funds holding in top 10: 6 → 3 (-3)

Holders
758
Holders Change
+65
Holders Change %
+9.38%
% of All Funds
14.94%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
119
Increased
280
Reduced
218
Closed
43
Calls
$88.1M
Puts
$6.18M
Net Calls
+$82M
Net Calls Change
+$39.7M

Top Buyers

Rank Fund Capital Flow
1
MAM
Magellan Asset Management
Australia
+$489M
2
Goldman Sachs
Goldman Sachs
New York
+$337M
3
Deutsche Bank
Deutsche Bank
Germany
+$255M
4
State Street
State Street
Massachusetts
+$74.3M
5
PAMU
Pictet Asset Management (UK)
United Kingdom
+$57.4M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$500M
2
ZP
Zimmer Partners
New York
-$209M
3
Renaissance Technologies
Renaissance Technologies
New York
-$102M
4
JP Morgan Chase
JP Morgan Chase
New York
-$93.6M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$65.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
576
Asset Advisors Investment Management
Georgia
$206K – – –
EWM
577
Empirical Wealth Management
Washington
$206K +$201K +2,416 New
WIP
578
Wellesley Investment Partners
Massachusetts
$206K +$202K +2,431 New
GWM
579
Geneos Wealth Management
Colorado
$205K -$748 -9 -0.4%
SRAM
580
Stone Ridge Asset Management
New York
$203K +$199K +2,388 New
CG
581
Cutler Group
California
$203K +$199K +2,396 New
GVAG
582
Great Valley Advisor Group
Delaware
$202K – – –
GGI
583
Godsey & Gibb Inc
Virginia
$201K – – –
GT
584
Greenleaf Trust
Michigan
$201K +$196K +2,358 New
MOS
585
MGO One Seven
Ohio
$200K – – –
BPSG
586
Brookfield Public Securities Group
New York
$196K +$191K +2,300 New
LS
587
Livforsakringsbolaget Skandia
Sweden
$191K -$125K -1,500 -40%
KPW
588
Kore Private Wealth
New York
$181K +$177K +2,130 New
OIA
589
Optimum Investment Advisors
Illinois
$179K – – –
SC
590
Steph & Co
Wisconsin
$178K +$174K +2,090 New
ASN
591
Advisory Services Network
Georgia
$177K +$166 +2 +0.1%
S
592
SignatureFD
Georgia
$173K +$4.08K +49 +2%
FMT
593
First Mercantile Trust
Tennessee
$168K +$10.3K +124 +7%
Northwestern Mutual Wealth Management
594
Northwestern Mutual Wealth Management
Wisconsin
$167K -$126K -1,518 -44%
WPA
595
West Paces Advisors
Georgia
$166K – – –
OPS
596
Orion Portfolio Solutions
Nebraska
$164K +$160K +1,923 New
HWM
597
Howard Wealth Management
Connecticut
$164K +$161K +1,937 New
SNT
598
Security National Trust
West Virginia
$162K – – –
EWM
599
Endurance Wealth Management
Rhode Island
$161K – – –
BWM
600
Baystate Wealth Management
Massachusetts
$161K +$37K +445 +31%
22 23
24
25 26

ES Hedge Fund Activity: Q4 2019 in Review

758 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Eversource Energy (ES) for Q4 2019, worth a combined $23.2B — up 1.8% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new ES positions and 43 closed out — a net gain of 76 holders — while 280 added to existing stakes and 218 trimmed.

The largest buyer was Magellan Asset Management, adding an estimated $489M. The largest seller was T. Rowe Price Associates, cutting an estimated $500M.

  • 758 institutional investors held Eversource Energy (ES) as of Q4 2019, up from 693 in Q3 2019.
  • Funds reported $23.2B of Eversource Energy stock for Q4 2019, up 1.8% quarter-over-quarter.
  • 119 funds opened new Eversource Energy positions in Q4 2019 and 43 closed out, a net change of +76 holders.
  • The largest Eversource Energy buyer in Q4 2019 was Magellan Asset Management, an estimated $489M added.
  • The largest Eversource Energy seller in Q4 2019 was T. Rowe Price Associates, an estimated $500M sold.

Based on aggregated 13F filings for Q4 2019.